Smartphone Market Bulletin - Apr. 16, 2026

Last Modified

2026-04-16

Update Frequency

Biweekly

Format

PDF

The surging AI server demand for low-power memory has triggered a severe capacity squeeze. Smartphone brands have lost their procurement bargaining power and are facing high cost pressures. To navigate these structural changes, manufacturers must adjust retail pricing and accelerate hardware-software integration to reduce memory reliance, breaking through in this era of high costs.

Key Highlights

Demand Shift: AI servers massively consume low-power memory, fundamentally altering tech supply chains.
Price Squeeze: Suppliers favor AI margins. Mobile brands lose bargaining power, facing prolonged high costs.
Adaptation: Makers must adjust retail pricing and optimize hardware integration to reduce memory needs.

Updates on Smartphone Market
- Distribution of LPDRAM Consumption by Product Type and by Application
- Combined Penetration Rate of GH, GB, VR AI Servers in Overall Server Shipments

Distribution of LPDRAM Consumption by Product Type and by Application